How it works
By default, all forms are placed in a category named (Uncategorized), which is itself linked to the Company account group. You can then customize the display in two ways: by choosing to highlight the main group or the category, and by expanding or collapsing categories as needed.
ℹ️ Please note
Groups, categories and forms are always sorted in alphabetical order.
Display the main group or the category first
The Display main group first option is enabled by default. The main group corresponds to the owner of the form. You can disable this option if you prefer the display to be reversed.
Open or close sections
Sections are open by default, but you can close them to simplify the display:
click the upward chevron to open a section;
click the downward chevron to close it.
Manage sections
You have three ways to access section management, from the My Forms page:
the pencil icon located to the right of a section name;
the More button at the end of a Form row;
the gear icon, at the top right of a Form's configuration page (to access it, click the Edit button).
Create a category
Three possible methods:
via the pencil: enter the category name, then confirm (confirmation message "Category name changed");
via the More button: select Category, enter the desired name, then confirm;
via the gear wheel: in the Form configuration, click on it to access the options, enter a category name, then save (confirmation message "The Form options have been updated").
Rename a category
Click on the pencil next to the category name, modify the name, then click Edit. The message Category name changed confirms the modification.
Move a Form to another category
Two options:
via the More button: choose the destination category from the list, then confirm;
via the gear wheel: in the Category field, enter the new name, then save.
Delete a category
A category must always contain at least one Form to exist: it disappears automatically as soon as its last Form is deleted or moved to another category.
On the mobile application
On the home page of the mobile application, Forms are also sorted by category. Some categories may be closed by default.
Close categories by default
To choose which categories should remain closed, from the web interface:
open the Kizeo Forms Settings menu;
click on the Categories tab;
select the relevant categories;
confirm.
ℹ️ Please note: the Uncategorized category does not appear in this list, as it is not considered a category in its own right.
Open a closed section
From the Forms tab, click the "+" button to the left of the form name.
Navigate to a section
If your list of forms is long, scrolling through it to find a section can be tedious. Tap the three dots in the top right corner, then select the section in which the desired form is located: you are redirected directly to that section, making it easier to find.
